October 6, 2025 04:01 AM GMT Semiconductors | North America Weekly: Aug SIA & SEMICON West expectations With SEMICON West taking place this week, we share a few thoughts ahead of the event, though we don't view it as a likely catalyst. Meanwhile, August SIA data came in above our estimates, though broader markets were softer than seasonal while memory outperformed. We are bullish Memory WFE but SEMICON West (10/7-9) shouldn't be a catalyst. We are bullish memory WFE into 2026 as we model for 22% y/y growth ...